AGEE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AGEE FAMILY FOUNDATION (EIN 01-0939828)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-29
- IRS object ID
- 201311499349100311
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-29T15:27:39-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Clay Street Suite 4700 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770024180 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010939828 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agee Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RICHARD AGEE | InCareOfName |
| Name Control | AGEE | NameControl |
| Phone | 7134686866 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GESSNER RD | AddressLine1 |
| Address Line2 | Suite 1000 | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard Agee | Name |
| Title | Secretary/Treasurer | Title |
| Phone | 7134631500 | Phone |
| Date Signed | 2013-05-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laura Sykes | Name |
| Phone | 7136596551 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9935912 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 207545 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 207545 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 120034 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1669097 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 120034 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 327579 | TotalRevenueAndExpenses |
| Total Net Investment Income | 327579 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 19849 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19849 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 5021 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3127 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1068 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1068 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 25938 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24044 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1238333 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1238333 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1264271 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24044 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1238333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -936692 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 303535 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 164258 | CashBOY |
| Cash EOY | 83067 | CashEOY |
| Cash EOYFMV | 83067 | CashEOYFMV |
| Investments Other BOY | 10008431 | InvestmentsOtherBOY |
| Investments Other EOY | 9152930 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9852845 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 10172689 | TotalAssetsBOY |
| Total Assets EOY | 9235997 | TotalAssetsEOY |
| Total Assets EOYFMV | 9935912 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10172689 | UnrestrictedBOY |
| Unrestricted EOY | 9235997 | UnrestrictedEOY |
| Total Net Assets BOY | 10172689 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9235997 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10172689 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9235997 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10172689 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -936692 | ExcessOfRevenueOverExpenses |
| Subtotal | 9235997 | Subtotal |
| Total Net Assets Fund Balances EOY | 9235997 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| GOLDMAN SACHS ACCT #15905 | P | 1068000 | 1016109 | 51891 | 51891 |
| GOLDMAN SACHS ACCT #16674 | P | 539925 | 525367 | 14558 | 14558 |
| GOLDMAN SACHS ACCT #93538 | P | 8425 | 7587 | 838 | 838 |
| CAPITAL GAIN DIVIDENDS | P | 52747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 120034 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 432666 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10420104 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041522 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 172921 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10122600 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.017083 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 9784465 | NoncharitableAssetsYear3 |
| Total Distribution Ratio | 0.058605 | TotalDistributionRatio |
| Average Distribution Ratio | 0.019535 | AverageDistributionRatio |
| Net Noncharitable Assets | 10169774 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 198667 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3035 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 201702 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1238333 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3035 | InvestmentIncomeExciseTax |
| Subtotal | 3035 | Subtotal |
| Tax Based On Investment Income | 3035 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2360 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 690 | TaxPaidWithExtension |
| Total Credits And Payments | 3050 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 15 | PenaltyForUnderpayment |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AGEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7134686866 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GESSNER RD STE 1000 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JUDITH AGEE | ||||||||
| 800 GESSNER RD | HOUSTON | TX | 77024 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| RICHARD AGEE | ||||||||
| 800 GESSNER RD | HOUSTON | TX | 77024 | TREASURER/SECRETARY | 1.0 | 0 | 0 | 0 |
| ERIN AGEE RILEY | ||||||||
| 800 GESSNER RD | HOUSTON | TX | 77024 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10214687 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 109957 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10324644 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10324644 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 154870 | CashDeemedCharitable |
| Net Noncharitable Assets | 10169774 | NetNoncharitableAssets |
| Minimum Investment Return | 508489 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 508489 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3035 | TaxBasedOnInvestmentIncome |
| Total Tax | 3035 | TotalTax |
| Distributable Amount Before Adj | 505454 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 505454 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 505454 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1238333 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1238333 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3035 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1235298 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 505454 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 419110 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Qualifying Distributions | 1238333 | QualifyingDistributions |
| Applied To Year1 | 419110 | AppliedToYear1 |
| Applied To Current Year | 505454 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 313769 | RemainingDistriFromCorpus |
| Total Corpus | 313769 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 313769 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 313769 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD JUDITH AGEE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RICHARD AGEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GESSNER STE 1000 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7134686866 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ST AGNES ACADEMY | |||||||
| 9000 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | PUBLIC CHARITY | EDUCATION | $900,000 |
| CHRISTUS FOUNDATION | |||||||
| 1001 FANNIN STREET 4665 | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | HEALTHCARE | $16,667 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | ASSISTING THE HOMELESS | $20,000 |
| ARCHDIOCESE OF GALVESTON | |||||||
| 1700 SAN JACINTO | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | RELIGIOUS | $100,000 |
| THE PARISH SCHOOL | |||||||
| 11001 HAMMERLY BLVD | HOUSTON | TX | 77043 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 |
| THE REGIS SCHOOL | |||||||
| 7330 WESTVIEW DRIVE | HOUSTON | TX | 77055 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PUBLIC CHARITY | FEEDING THE HUNGRY | $10,000 |
| STAR OF HOPE | |||||||
| 1811 RUIZ STREET | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | ASSISTING THE HOMELESS | $10,000 |
| STRAKE JESUIT | |||||||
| 8900 BELLAIRE BLVD | HOUSTON | TX | 77036 | NONE | PUBLIC CHARITY | EDUCATION | $66,666 |
| CHRISTIAN COMMUNITY SERVICE CENTER (CCSC) | |||||||
| 3230 MERCER | HOUSTON | TX | 77027 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 13483 | TAMPA | FL | 336813483 | NONE | PUBLIC CHARITY | SUPPORT OF MILITARY OPERATION FAMILIES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1238333 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $207,545 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $120,034 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $327,579 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 327579 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| POSTAGE | 19 | 19 |
| DUES/SUBSCRIPTIONS | 695 | 695 |
| RENT | 354 | 354 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MGMT/INVESTMENT FEES #16674 | $18,851 | 18851 |
| MGMT/INVESTMENT FEES #93538 | $998 | 998 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $3,127 | 3127 |
| EXCISE TAXES | $1,894 |
Comments